Sunbeam Capital Management’s Alerian MLP ETF AMLP Stock Holding History

Sunbeam Capital Management’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$636K	Sell	12,261 -190	-2%	-$9.97K	0.29%	65
2026 Q1	$655K	Hold	12,451	–	–	0.38%	55
2025 Q4	$585K	Buy	+12,451	New	+$583K	0.35%	56

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

Sunbeam Capital Management's AMLP Position: Q2 2026 in Review

Sunbeam Capital Management reduced its Alerian MLP ETF (AMLP) stake by 1.5% in Q2 2026, selling an estimated $9.97K and leaving 12,261 shares worth $636K. The position accounts for 0.29% of the portfolio, ranked #65.

Sunbeam Capital Management first reported a position in AMLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $655K in Q1 2026. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Sunbeam Capital Management held 12,261 shares of Alerian MLP ETF worth $636K as of Q2 2026.
Sunbeam Capital Management sold 190 Alerian MLP ETF shares in Q2 2026, an estimated $9.97K.
Alerian MLP ETF made up 0.29% of Sunbeam Capital Management's portfolio in Q2 2026, its #65 holding.
Sunbeam Capital Management first reported a position in Alerian MLP ETF in Q4 2025 and has held it in 3 quarters since.
Sunbeam Capital Management's Alerian MLP ETF position peaked at $655K in Q1 2026.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.